Lafayette, IN

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Lafayette, IN
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Best Financial Advisors in Lafayette, IN

The highest-rated Financial Planning & Wealth Management companies out of 178 vetted & reviewed in the Lafayette area.

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Girardot Strauch & Co CPA

Girardot Strauch & Co CPA

(15)
Business Services, Tax Services, Services For Individuals
“Have especially appreciated understandable answers to questions on complicated tax issues from Richard Bartholomew and the skill of Diana Lanman in pulling together the return.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 1997
316 Main St, Lafayette, IN
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Summit Financial Group of Indiana

Summit Financial Group of Indiana

(3)
Succession Planning, Estate Planning, Retirement Planning
“Knowing Jon's dedication and drive, I wouldn't hesitate to recommend anyone to Summit Financial Group of Indiana who is looking for financial planning services.”
Licensed
Accepts All Major Credit Cards
In Business Since 2006
310 Ferry St, Lafayette, IN
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Elements Wealth Management

Elements Wealth Management

(4)
“I have have been working with Jennifer Teising for a couple months and I'm very impressed with what she and the team at Pinnacle bring to the table as independent financial planners.”
In Business Since 1997
1527 Kossuth St, Lafayette, IN
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BBK Wealth Management

BBK Wealth Management

(1)
“He is knowledgeable, strategic, communicative and sweet.”
In Business Since 2020
300 Main St Suite #412, Lafayette, IN
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Clarify Wealth Management

Clarify Wealth Management

(1)
“I worked with Tanner and he provided me with everything I needed and made it easy to understand.”
CFP Certified
In Business Since 2011
2925 Union St, Lafayette, IN
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Banker Investment Group

Banker Investment Group

(13)
  • Portfolio
  • Questions
  • Managing
“Operates on the philosophy whereby they make money when you make money - not on the old method of only selling securities that pay big commissions to the brokerage.”
In Business Since 2006
1241 Cumberland Ave B, West Lafayette, IN 47906
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Financial Partners Group

Financial Partners Group

“Transparent. Holistic. Ethical. We believe values matter, and we live by ours every day.”
Accepts All Major Credit Cards
In Business Since 2007
3721 Rome Dr Suite B, Lafayette, IN
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Turquoise Wealth Management

Turquoise Wealth Management

(1)
“Staff take great care of their clients and treats them like family.”
In Business Since 2018
300 Main St #401, Lafayette, IN
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Cornerstone Financial

Cornerstone Financial

Education Planning, Estate Planning, Investment Management
“Your goals and priorities should be the driver for how you use your resources, including your most valuable one — your time. We will work with you so we clearly understand you, your goals and concerns so we can develop a plan for your unique situatio...”
In Business Since 2016
2020 Union St Suite 400, Lafayette, IN
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McLaughlin Asset Management

McLaughlin Asset Management

“McLaughlin Asset Management, Inc. (MAM) is a Registered Investment Advisor (RIA) firm. Our firm provides tailored financial strategies and a disciplined investment approach to help our clients succeed over the long-term. We are a family-oriented firm...”
In Business Since 2007
323 Columbia St Suite 102, Lafayette, IN
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The Schamber Group

The Schamber Group

“The Schamber Group, Inc. is an independent financial services firm located in Lafayette, Indiana. At Schamber Group, independence means freedom to structure our business in the best interest of our clients. We are not part of a large insurance compan...”
In Business Since 2010
3526 Osborne Dr suite b, Lafayette, IN
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Secuirty Federal Savings Bank Investment Division

Secuirty Federal Savings Bank Investment Division

Executor of Estates, Trusts, Financial Guardianship
“El martes 30 de enero, nuestro cajero automático de la sucursal principal estará inactivo para una actualización programada. Nuestro cajero automático en la sucursal de Logansport Mall ubicado en 300 Mall Road estará disponible durante este tiempo. P...”
Transparent Fees & Pricing
In Business Since 2015
Serving Lafayette Area
FAQs
What is the Security Federal Digital Banking Suite?
Our Security Federal Digital Banking Suite includes Digital Banking (logging in on a computer or laptop) and the SecFed Mobile App. It's is the most convenient way to manage your money! No matter which device you use, you get a smooth, personalized banking experience.
Do I have to download the App to bank on my mobile device, or can I log in using the website?
Mobile devices (Android/iOS) are only supported via our SecFed Mobile App. While the Digital Banking website may load on these devices, there may be functions that do not work and could inhibit your banking experience. Please download the mobile app if you plan to use your cell phone to do your day-to-day banking.
How secure is the Security Federal Digital Banking Suite?
Our Security Federal Digital Banking Suite is extremely secure. We require 2-step verifiction to make our account nearly impossible to access by online predators. Your account information is password-protected and highly encrypted.
You'll find more information on the FAQ page of our website.
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Seth Attinger CPA

Seth Attinger CPA

(7)
Business Services, Tax Services, Industries
“He helped us while we were in the military with earned income in multiple states, had rental property income and expenses, and had a personal business.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2021
Free Initial Consultation
Serving Lafayette Area
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C S Oats Accountancy Corporation

C S Oats Accountancy Corporation

Outsourced Accounting, Tax Services, Industries
“If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2021
Serving Lafayette Area
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Pampel & Associates

Pampel & Associates

(2)
“Great people”
In Business Since 1998
Serving Lafayette Area
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Oremus Corporation NA

Oremus Corporation NA

Serving Lafayette Area
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Million & Co

Million & Co

“We are a full-service CPA firm licensed in Indiana. We are specialized in a broad range of services including accounting, bookkeeping, QuickBooks, payroll, tax and consulting for businesses and individuals. We customize our services to better fit you...”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 1987
9100 Purdue Rd, Indianapolis, IN
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J. Galt Finance Suite

J. Galt Finance Suite

(6)
  • Credit
  • Business
“This is new territory for myself and my company, so I am beyond grateful that they have put together a step by step guide on how to achieve our goals and willing to break it down to level I need to understand.”
Free Initial Consultation
In Business Since 2021
3500 Depauw Blvd Ste. 1110, Indianapolis, IN
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Storen Financial

Storen Financial

(2)
Tax Planning & Preparation, Business Services, Financial Planning & Investments
“I've just met with their Medicare specialist Ruth Hoffman and found her to be professional, knowledgeable, very helpful and just as importantly, acted as a fiduciary in advising us with our Medicare choices.”
Remote Consultations Available
In Business Since 2002
Serving Lafayette Area
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Timpe Cpas

Timpe Cpas

(3)
Legal Services, Timpe Investment Advisory Services, Accounting & Tax
“We have utilized the services of Timpe CPA's for almost 2 decades now and cannot highly recommend them enough--if there was a 7 star choice, they would win it!”
In Business Since 2000
Serving Lafayette Area
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Mack Financial Group

Mack Financial Group

(1)
“He listened to my concerns and put together a couple of different options and made the process very easy.”
In Business Since 1999
3388 Founders Rd #100, Indianapolis, IN
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Driesbach Financial Group

Driesbach Financial Group

“We are a Brokerage General Agency, located in Indianapolis, Indiana, offering a full range of life insurance and financial products to Insurance and Financial Planning Professionals. Our exceptional products and services are designed to provide creat...”
In Business Since 2016
8777 Purdue Rd #117, Indianapolis, IN
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The Monument Circle Group

The Monument Circle Group

Wealth Management, Wealth Transfer and Philanthropy, Financial Planning
“The Monument Circle Group is an Independent, Fee-Only Registered Investment Advisor (RIA) located in Indianapolis. We specialize in financial planning, investment management and retirement solutions for individuals, families and businesses.”
In Business Since 2019
Serving Lafayette Area
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Canterbury Investment Management

Canterbury Investment Management

“Canterbury clients learn to benefit from the market's volatility rather than being punished by it. Using an intelligent, adaptive process, we aim to solve the overriding question that has plagued investors since the inception of financial securities:...”
In Business Since 2001
Serving Lafayette Area
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Retirement Planning and Investment Management Services in Lafayette, IN Cost Estimates

Minimum cost
$1109
Maximum cost
$9424
National Average
$3326
Avg Per Hour Rates
$333
$2218
$6098
Average price range is based on 478 cost profiles
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Average Cost $3326
Minimum cost $1109
Maximum cost $9424
Avg Per Hour Rates $333

Average range $2218 to $6098 is based on 478 cost profiles.

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